Removing appointments from the Unbilled appointments list

All appointments set to Insurance as their billing type will appear on the Unbilled appointments list. These appointments will remain on the list until a claim is created for them. If you've filed claims outside of SimplePractice, you can remove the appointments from this list by creating a claim and downloading it, rather than submitting it.

To remove insurance appointments from the Unbilled appointments list:

1. Navigate to the client’s Billing page
2. Select the date range to isolate the appointments you'd like to remove from the Unbilled appointments list, and click Apply

3. Click New > Claim/CMS1500

4. Open the claim
5. Click the download icon to update the status of the claim from Prepared to Downloaded

Changing the claim to the Downloaded status will remove it from the Unbilled appointments list, so you’ll no longer be prompted to create a claim for the appointment(s) in question.

If you’ve received an Explanation of Benefits from the payer for the claim(s) you've submitted outside of SimplePractice, you can manually add the insurance payment for the dates of service. This will update the claim from the Prepared status to Paid.